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November 30, 2022
In their annual macro debate, Jeff Schulze and Josh Jamner discuss the resilience of a slowing economy, focusing on whether 2023 will yield a long awaited recession or escape with a soft landing. They also analyze the potential timing of a Fed pivot and the implications of these various scenarios on equities.
Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.
Performance source: Internal. Benchmark source: Standard & Poor's.
